Filed January 15, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,580 | $60,124+260.2% | $90,404+139.6% | $79,858+171.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.80% | 71.94%-60.1pp | 1293.02%-1281.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $5,207 | $2,068+151.8% | $3,262+59.6% | $2,471+110.7% |
| Participant deferral / active EE | $8,538 | $2,938+190.6% | $3,963+115.4% | $3,740+128.3% |
| Admin fee / account holder | $25,753 | $3,976+547.6% | $5,611+359.0% | $5,306+385.3% |